Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,939 | $54,705+212.5% | $71,209+140.1% | $84,808+101.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.13% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,914 | $2,158+174.1% | $2,721+117.4% | $2,631+124.8% |
| Participant deferral / active EE | $7,946 | $3,030+162.2% | $4,175+90.3% | $4,212+88.7% |
| Admin fee / account holder | $11,164 | $4,863+129.5% | $5,349+108.7% | $7,344+52.0% |